See topic Creating BP Records for detailed instructions on creating a BP record.
To complete a Business Process (BP) form:
- Complete the Main form. Fields marked with a red asterisk (*) require an entry.
- Add line items, if applicable.
- If this is a cost or line item-type BP add line items as necessary.
- If this is a Document-type BP, attach any documents to the form.
- Add additional information, if applicable.
- General comments.
- Attachments to General comments.
- When you have completed the form, do one of the following:
- If this is a non-workflow BP:
- Click Save to save your changes. Saving the form creates a permanent record.
- Click Submit to finalize the record. The record will be displayed in view-only mode.
- If this is a non-workflow BP:
Unifier uses statuses to track the state of a business process record and any line items it may contain. For example, a Pending status generally means people are still working with the record, while a Closed status suggests the record is completed. Records in Closed status are typically marked as Terminal, meaning the record has reached a point where no further input is either required or desired. You can still access a non-workflow record in a terminal status as long as the record is in Edit mode. However, if you click Submit when the record is in a terminal status the record becomes permanently read-only and un-editable.
Note: For non-workflow business processes, Unifier evaluates the upper form validations specified in uDesigner only when the BP record is submitted by clicking the Submit option.
- If this is a workflow BP:
- When you have completed the form, click Send. The Workflow Action Details form is displayed.
- From the Workflow Actions drop-down , select a workflow action. If there is only one possible action name, then this step is pre-populated.
- The Send For field displays the Step name. The step name is populated based on the selected Action name, and is a read-only field.
- The To field displays the possible list of assignees for the workflow step. Use the User/Group picker to select an assignee, if not already preassigned.
- The CC field displays only if the workflow step allows CC users. Use the User/Group picker to select users who will receive notification on the BP record form. This field might be pre-populated based on the step setup.
- If the selected step has a due date, the details of the due date are displayed. If not already preassigned, you can choose from one of the following options:
Set all task due dates as: Lets you set the same due date for all assignees.
Set individual task due dates: Allows you to assign different due dates for each assignee one at a time.
Click the Calendar icon corresponding to the option you chose. The Date picker opens. Select the month and year, and then click the date you want to select.
- Click Send.